Institutional Ownership Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ). We have compiled data on the 335 institutions that hold shares in the stock, with a total of 72.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
52,927
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
52,509
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2025
Added 673.21%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
52,455
shares
|
$1.32 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
52,390
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
49,814
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
49,255
shares
|
$1.24 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
48,618
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
47,364
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
47,115
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
46,942
shares
|
$1.18 Million
0.52% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
45,486
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
45,039
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
44,632
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
44,491
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
44,453
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
43,004
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
41,810
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
41,013
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2025
Added 71.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
40,299
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
39,551
shares
|
$993,916
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
39,496
shares
|
$992,534
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
39,206
shares
|
$985,246
0.14% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
38,999
shares
|
$980,044
0.23% of portfolio
|
Q3 2025
Reduced 7.66%
|
|